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Notes — Web App

The web app lets you create, review, edit, and copy clinical notes linked to a patient.

Where to Find Notes

You can open a note from:

  • the Home activity feed;
  • the Notes tab inside a patient record.

Create a Note

  1. From Home, click Add note, then choose the patient
  2. From a patient record, open the Notes tab and click Add note
  3. Select the note type
  4. Record a voice note or write the content manually depending on the offered mode

Processing may continue in the background. A notification tells you when the note is ready for review.

Edit a Note

Click a note to open it. In the review window, you can:

  • change the note type;
  • correct the content;
  • copy the note to the clipboard;
  • view the raw transcription when available;
  • generate an AH-280 form from the note.

Changes are saved automatically. Wait for the saved indicator before closing the window or navigating away.

Notes Tab Actions

When a patient has multiple notes, the Notes tab also lets you:

  • copy all notes for the patient;
  • generate all available AH-280 forms;
  • open each note individually for review.